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What’s Possible: Salesforce Fundamentals (STR101)
New Age Technologies has been delivering Authorized Training since 1996. We offer Salesforce’s full suite of authorized courses including courses pertaining to Salesforce Fundamentals, Sales Cloud, Salesforce development, Salesforce design and more. If you have any questions or can’t seem to find the Salesforce class that you are interested in, contact one of our Salesforce Training Specialists. Invest in your future today with Salesforce training from New Age Technologies.
✉ Salesforce Training Specialists | ☏ 502.909.0819
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COURSE INFORMATION
What’s Possible: Salesforce Fundamentals Overview:
What’s Possible: Salesforce Fundamentals (STR101) provides the information to enable you to effectively engage with your business stakeholders and solve specific business issues. The course walks through a series of typical business challenges to provide you with the background to solve your specific business needs.
Who Should Attend:
This course is targeted at individuals in the following roles:
- Business Analysts
- Consultants
- Project and Process Managers
What’s Possible: Salesforce Fundamentals Prerequisites:
No prior knowledge or experience with Salesforce is required.
What’s Possible: Salesforce Fundamentals Objectives:
After successfully completing this course, you will be able to:
- Describe Salesforce products and solutions.
- Ask discovery questions to identify specific business needs within your company
- Make informed decisions about which Salesforce solutions meet your business needs
- Help your business understand Salesforce design decisions, implications, and best practices
- Identify and leverage sources of additional information and support
What’s Possible: Salesforce Fundamentals Outline:
Module 1: Welcome
- Overview of Salesforce architecture, objects, and navigation
- Tour of the application
- Identify key roles within your company
Module 2: Data Access and Security
- Control who can view and modify information
- Decide who can view and change individual records
- Dealing with record access exceptions
- Support team selling with territory management
Module 3: Customization
- Capture specific information by adding custom fields
- Control how data is captured using pick lists
- Streamline data entry with page layouts
- Meet different business scenarios using record types
- Secure information at the field level
Module 4: Automation
- Ensure data integrity using validation rules
- Route requests to the right person using assignment rules
- Improve customer satisfaction with escalation rules
- Automate lead capture using web-to-lead
- Increase quality and efficiency with work flow rules
- Reduce delays and bottlenecks with approval processes
- Enforce business processes with visual work flow
Module 5: Reports and Dashboards
- Find and run the right report
- Gain insight into wins and losses with custom reports
- Analyze data with matrix reports
- Use dashboards to share key metrics with teams
Module 6: Collaboration
- Collaborate using Chatter
- Collaborate with internal and external groups
- Create environments for customer and partner engagement using Communities
- Salesforce tools expand the reach of your Communities
Module 7: Data Migration and Integration
- Migrate data to collect and synchronize information
- Improve data quality and quantity with Data.com
- Integrate systems to automate and streamline your business
Module 8: Extending Salesforce
- Capture additional data using custom objects and tabs
- Create a unique and specific workspace with a custom application
- Make use of existing AppExchange resources
- Build outside the box with programmatic tools: Visualforce and Apex
Module 9: Additional Resources
- Share with key roles within your company
- Engage in community resources and help sites
- Explore your training options
